Skip to content
Disclosery

IHT Wealth Management, LLC: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on KKR, newest first. How the timeline and the estimate are built.

IHT Wealth Management, LLC held 6,689 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,689 shares
    Change vs previous 13F -709 shares

    0.01% of the 13F portfolio, value $613,927.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,398 shares
    Change vs previous 13F -2,173 shares

    0.02% of the 13F portfolio, value $684,312.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,571 shares
    Change vs previous 13F -379 shares

    0.03% of the 13F portfolio, value $1,219,991.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,950 shares
    Change vs previous 13F -2,863 shares

    0.03% of the 13F portfolio, value $1,292,911.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,813 shares
    Change vs previous 13F +202 shares

    0.05% of the 13F portfolio, value $1,704,523.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,611 shares
    Change vs previous 13F -1,119 shares

    0.05% of the 13F portfolio, value $1,457,979.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,730 shares
    Change vs previous 13F -438 shares

    0.07% of the 13F portfolio, value $2,030,755.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,168 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,849,683.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).